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Karen M. Dearruda
Plus aucun poste en cours
Finance
Profil
Ms. Karen M.
Dearruda is a Director-Operations at The Roosevelt Investment Group, Inc.
Prior to joining Roosevelt in 2007, Ms. DeArruda was the Back Office Manager for Taylor Investment Associates.
She was also formerly the Financial Systems Manager for Freedom Capital, where she utilized and managed the Advent Software suite of products and oversaw portfolio administration, new accounts and trade settlement.
Anciens postes connus de Karen M. Dearruda
| Sociétés | Poste | Fin |
|---|---|---|
NBW Capital LLC
 NBW Capital LLC Investment ManagersFinance NBW Capital seeks to find companies with long-term fundamental drivers that will create value over many years. The firm aims to deliver investment portfolios that outperform their benchmarks. They offer a variety of strategies that can be combined to meet their clients’ individual risk tolerances. NBW Capital’s top-down macro and bottoms-up micro approach is a rigorous part of their risk management process and seeks to eliminate underperforming groups and securities. | Corporate Officer/Principal | 30/08/2008 |
TIAT LLC
 TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Corporate Officer/Principal | - |
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
TIAT LLC
TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies. | Finance |
NBW Capital LLC
NBW Capital LLC Investment ManagersFinance NBW Capital seeks to find companies with long-term fundamental drivers that will create value over many years. The firm aims to deliver investment portfolios that outperform their benchmarks. They offer a variety of strategies that can be combined to meet their clients’ individual risk tolerances. NBW Capital’s top-down macro and bottoms-up micro approach is a rigorous part of their risk management process and seeks to eliminate underperforming groups and securities. | Finance |
